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Perigon Wealth Management’s Freeport-McMoran FCX Stock Holding History

Perigon Wealth Management’s Portfolio FCX Stock Details FCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.51M Sell
59,735
-376
-0.6% -$22.7K 0.06% 272
2025
Q4 		$3.05M Buy
60,111
+3,627
+6% +$157K 0.05% 280
2025
Q3 		$2.22M Sell
56,484
-17,211
-23% -$747K 0.05% 332
2025
Q2 		$2.74M Buy
73,695
+14,119
+24% +$536K 0.06% 279
2025
Q1 		$2.26M Sell
59,576
-14,586
-20% -$558K 0.06% 285
2024
Q4 		$2.97M Sell
74,162
-788
-1% -$35.3K 0.07% 248
2024
Q3 		$3.74M Buy
74,950
+2,366
+3% +$107K 0.1% 193
2024
Q2 		$3.53M Buy
72,584
+3,519
+5% +$177K 0.1% 179
2024
Q1 		$3.25M Buy
69,065
+2,232
+3% +$90.1K 0.1% 191
2023
Q4 		$2.85M Sell
66,833
-12,374
-16% -$457K 0.09% 180
2023
Q3 		$2.31M Sell
79,207
-4,265
-5% -$172K 0.09% 191
2023
Q2 		$2.62M Buy
83,472
+9,652
+13% +$368K 0.1% 179
2023
Q1 		$2.34M Buy
73,820
+9,329
+14% +$388K 0.13% 163
2022
Q4 		$1.85M Buy
64,491
+26,320
+69% +$920K 0.11% 182
2022
Q3 		$1.04M Buy
38,171
+5,631
+17% +$165K 0.09% 198
2022
Q2 		$952K Buy
32,540
+4,705
+17% +$188K 0.08% 215
2022
Q1 		$1.39M Buy
27,835
+503
+2% +$22.3K 0.1% 186
2021
Q4 		$1.14M Buy
27,332
+10,896
+66% +$414K 0.08% 206
2021
Q3 		$535K Sell
16,436
-5,324
-24% -$187K 0.05% 292
2021
Q2 		$808K Buy
21,760
+1,242
+6% +$48.4K 0.07% 231
2021
Q1 		$676K Sell
20,518
-257
-1% -$8.33K 0.07% 238
2020
Q4 		$541K Buy
20,775
+2,864
+16% +$59.5K 0.06% 235
2020
Q3 		$280K Buy
17,911
+7,783
+77% +$112K 0.04% 306
2020
Q2 		$117K Buy
+10,128
New +$92.8K 0.02% 345
2018
Q2 		– Sell
-41
Closed -$1K – 363
2018
Q1 		$1K Buy
+41
New +$770 ﹤0.01% 613

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Perigon Wealth Management's FCX Position: Q1 2026 in Review

Perigon Wealth Management reduced its Freeport-McMoran (FCX) stake by 0.63% in Q1 2026, selling an estimated $22.7K and leaving 59,735 shares worth $3.51M. The position accounts for 0.06% of the portfolio, ranked #272.

Perigon Wealth Management first reported a position in FCX in Q1 2018 and has held it in 25 quarters since. The position peaked at $3.74M in Q3 2024. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Perigon Wealth Management held 59,735 shares of Freeport-McMoran worth $3.51M as of Q1 2026.
  • Perigon Wealth Management sold 376 Freeport-McMoran shares in Q1 2026, an estimated $22.7K.
  • Freeport-McMoran made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #272 holding.
  • Perigon Wealth Management first reported a position in Freeport-McMoran in Q1 2018 and has held it in 25 quarters since.
  • Perigon Wealth Management's Freeport-McMoran position peaked at $3.74M in Q3 2024.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.